iShares New York Muni Bond ENYFETF

13F holders, Q4 2025 (December 31)
187holders +12
18new positions
10sold out
1famous investor
$53.45avg. 13F price*

At the end of Q4 2025, 187 institutions reported holding iShares New York Muni Bond E (NYF) in their 13F filings, up 12 from Q3 2025. 18 opened new positions and 10 sold out. The largest holders were Tiaa Trust, National Association ($58.7M), Bank of America Corp. ($36.2M) and High Probability Advisors, LLC ($33.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares New York Muni Bond E
CUSIP
464288323
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 137Q1 2024Q2 2024: 151Q2 2024Q3 2024: 152Q3 2024Q4 2024: 171Q4 2024Q1 2025: 174Q1 2025Q2 2025: 175Q2 2025Q3 2025: 175Q3 2025Q4 2025: 187Q4 2025Q1 2026: 212Q1 2026Q2 2026: 202Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions18$9.1M
Exits10$5.1M

All 13F filers, Q3 2025 → Q4 2025: 1,620,121 shares bought and 329,423 shares sold, net +1,290,698 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 187 holders

Tiaa Trust, National Association 0.14% Add +5.5% 1,097,570 $58.7M
Bank of America Corp. 0.00% Add +15.5% 676,129 $36.2M
High Probability Advisors, LLC 4.49% Reduce -10.6% 629,846 $33.7M
HighTower Advisors, LLC 0.03% Add +28.7% 551,679 $29.5M
Morgan Stanley 0.00% Add +11.1% 546,628 $29.3M
Facet Wealth, Inc. 0.48% Add +13.5% 507,764 $27.3M
FMR LLC 0.00% Add +8.4% 474,597 $25.4M
Alesco Advisors, LLC, An ESL Co 0.60% Add +4.8% 435,454 $23.3M
Satovsky Asset Management LLC 3.36% Reduce -1.4% 323,872 $17.3M
HSBC Holdings PLC 0.01% Add +1070.2% 323,084 $17.3M
Legacy Edge Advisors, LLC 1.72% Add +6.1% 293,971 $15.7M
Composition Wealth, LLC 0.21% Add +4.1% 271,955 $14.6M
Rwa Wealth Partners, LLC 0.14% Add +31.8% 242,338 $13.0M
Klingman & Associates, LLC 0.61% Add +1.1% 235,756 $12.6M
Envestnet Asset Management Inc. 0.00% Add +8.1% 216,274 $11.6M
Mariner, LLC 0.01% Add +13.4% 206,944 $11.1M
JPMorgan Chase & Co. 0.00% Add +91.2% 174,912 $9.4M
Betterment LLC 0.02% Add +3.6% 156,208 $8.4M
Cetera Investment Advisers 0.01% Add +5.5% 154,087 $8.2M
LPL Financial LLC 0.00% Reduce -0.8% 151,138 $8.1M
Myecfo, LLC 2.85% Reduce -1.8% 125,290 $6.7M
Commonwealth Equity Services, LLC 0.01% Add +3.0% 115,794 $6.2M
Guggenheim Capital LLC 0.04% Add +42.4% 108,155 $5.8M
NBT Bank, N.A. 0.35% Add +4.2% 100,475 $5.4M
Alliancebernstein L.P. 0.00% Add +7.6% 99,469 $5.3M
Note Advisors, LLC 2.61% Add +21.3% 94,604 $5.1M
Whitegate Investment Counselors, Inc. 1.53% Reduce -1.0% 91,590 $4.9M
Bailard, Inc. 0.11% Add +51.6% 89,186 $4.8M
Arrow Financial Corp 0.47% Add +2.8% 88,471 $4.7M
Assetmark, Inc. 0.01% Add +10.9% 86,957 $4.7M
Ameriprise Financial Inc. 0.00% Add +48.5% 84,680 $4.5M
Hennion & Walsh Asset Management, Inc. 0.16% Add +14.5% 84,170 $4.5M
UBS Group AG 0.00% Add +17.0% 80,414 $4.3M
Wells Fargo & Company 0.00% Add +47.6% 79,069 $4.2M
Creative Planning 0.00% Add +2.3% 70,262 $3.8M
Jane Street Group, LLC 0.00% New 68,736 $3.7M
Retirement Planning Group, LLC 0.12% Reduce -0.1% 68,083 $3.6M
SOA Wealth Advisors, LLC. 0.52% Add +2.7% 59,033 $3.2M
Cascade Financial Partners, LLC 0.32% No change 58,225 $3.1M
Magnus Financial Group LLC 0.24% Reduce -4.3% 58,135 $3.1M
Durante & Waters, LLC 2.11% Add +18.9% 56,460 $3.0M
Kestra Advisory Services, LLC 0.01% Add +7.3% 55,301 $3.0M
Carnegie Investment Counsel 0.05% Add +0.5% 54,054 $2.9M
Wedmont Private Capital 0.10% Add +11.8% 52,790 $2.8M
James J. Burns & Company, LLC 0.39% Reduce -5.6% 52,996 $2.8M
Osaic Holdings, Inc. 0.00% Add +0.4% 51,035 $2.7M
Equita Financial Network, Inc. 0.79% Add +42.3% 49,205 $2.6M
Westfuller Advisors, LLC 1.05% Add +214.0% 48,655 $2.6M
NewEdge Wealth, LLC 0.03% Add +9.7% 46,004 $2.5M
Altfest L J & Co. Inc. 0.26% Reduce -47.2% 43,765 $2.3M
Francis Financial, Inc. 0.42% No change 40,033 $2.1M
Emergent Wealth Advisors, LLC 1.20% Add +693.0% 40,001 $2.1M
Cerity Partners LLC 0.00% Add +316.1% 39,604 $2.1M
Opal Wealth Advisors, LLC 0.55% Add +135.8% 39,592 $2.1M
Wealthfront Advisers LLC 0.00% Add +177.1% 38,678 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.6% 38,393 $2.1M
Level Financial Advisors 0.51% Reduce -0.4% 35,924 $1.9M
Compound Planning, Inc. 0.06% Add +9.4% 35,583 $1.9M
Focus Partners Wealth 0.00% Add +0.1% 34,008 $1.8M
O'shaughnessy Asset Management, LLC 0.01% Add +20.4% 30,787 $1.6M
Astoria Strategic Wealth, Inc. 0.41% Add +5.9% 30,660 $1.6M
Fort Point Capital Partners LLC 0.19% Reduce -22.9% 29,506 $1.6M
Revolve Wealth Partners, LLC 0.19% Add +2.5% 29,545 $1.6M
Patriot Financial Group Insurance Agency, LLC 0.17% Reduce -27.7% 27,152 $1.5M
First Foundation Advisors 0.05% No change 27,065 $1.4M
Perennial Advisors, LLC 0.24% Add +7.0% 26,870 $1.4M
Drucker Wealth 3.0, LLC 0.24% Add +2.0% 25,703 $1.4M
Corient Private Wealth LP 0.00% Add +98.8% 25,567 $1.4M
MML Investors Services, LLC 0.00% Add +28.0% 25,032 $1.3M
Conrad Siegel Investment Advisors, Inc. 0.25% Add +0.5% 24,773 $1.3M
Raymond James Financial Inc. 0.00% Add +140.2% 24,639 $1.3M
Brighton Securities Corp. 0.64% Reduce -31.5% 24,330 $1.3M
Trust Co 0.12% No change 24,200 $1.3M
Goldman Sachs Group Inc. 0.00% Reduce -63.7% 23,078 $1.2M
Private Advisor Group, LLC 0.01% Add +3.9% 22,903 $1.2M
Godfrey Financial Associates, Inc. 1.01% — 21,884 $1.2M
Captrust Financial Advisors 0.00% New 21,855 $1.2M
Allworth Financial LP 0.00% Add +29.4% 21,826 $1.2M
Citigroup Inc. 0.00% Add +22.1% 21,136 $1.1M
Sterling Investment Counsel, LLC 0.32% Add +282.1% 21,033 $1.1M
Members Advisory Group LLC 0.41% Add +2.6% 20,266 $1.1M
W.G. Shaheen & Associates DBA Whitney & Co 0.09% Add +72.7% 20,119 $1.1M
Chicago Partners Investment Group LLC 0.03% Add +0.1% 20,011 $1.1M
Empower Advisory Group, LLC 0.00% Reduce -9.9% 18,905 $1.0M
Proffitt & Goodson Inc. 0.14% Add +28.1% 18,670 $999K
Stonehage Fleming Financial Services Holdings Ltd 0.03% Add +50.6% 18,087 $968K
Calamos Wealth Management LLC 0.03% Reduce -5.0% 17,592 $941K
Stratos Wealth Advisors, LLC 0.04% No change 16,808 $899K
Stifel Financial Corp. 0.00% Add +26.7% 16,550 $886K
Equitable Holdings, Inc. 0.01% Add +7.5% 15,617 $836K
Sei Investments Co. 0.00% Add +17.9% 15,581 $834K
Rockbridge Investment Management, LCC 0.08% No change 15,572 $833K
HM Payson & Co. 0.01% New 15,445 $826K
Farrell Financial LLC 0.47% Add +0.5% 14,885 $797K
Northwestern Mutual Wealth Management Co. 0.00% Add +32.3% 14,498 $776K
Wealthspire Advisors, LLC 0.01% Add +4.5% 14,427 $772K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -15.8% 14,239 $765K
Dopkins Wealth Management, LLC 0.30% Add +9.2% 13,711 $734K
Conquis Financial LLC 0.59% Reduce -4.5% 12,811 $686K
Indivisible Partners 0.07% — 12,307 $659K

"% of holder's portfolio" is NYF's weight in each manager's 13F, not the share of iShares New York Muni Bond E the manager owns.

Show all 187 holders